Wealth advice for your life's goals

Our Team

The meaning behind “12 Under" Wealth Advisors

It’s aspirational.

Jordan and Matt are both avid golfers and competitive by nature. 12 Under Par is the single day lowest score recorded in a major PGA tournament. It has only happened four times on the PGA tour.

Simply put, it's the best score. As a team, we believe in and are committed to always striving to be the best for our clients—the name seemed fitting!

Pine Valley
12 Under Wealth Advisors

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Jordan Gersch

    Jordan Gersch

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MS
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Jordan Gersch is the founder and Portfolio Manager of The 12 Under Wealth Advisors Team at UBS Financial Services Inc. He specializes in providing ultra-high net worth clients with tailored financial solutions, working with executives on concentrated stock strategies with an emphasis on 10b5-1 sales plans, and pre-IPO stock. Jordan has extensive knowledge managing multigenerational wealth through financial planning and customized investment portfolios. He has broad experience working with clients to monetize, hedge, and diversify out of concentrated and restricted equity positions.

    Prior to joining UBS in 2022, Jordan was a Wealth Advisor at Morgan Stanley for 10 years, and prior to that was at Deutsche Bank Alex Brown. He began his financial services career at Montgomery Securities in 1998 with the Investment Management Consulting group, where he first began working with advisors to help their clients execute diversified asset allocations.

    Jordan graduated from Colgate University. He currently resides in Tiburon with his wife Jamie and 3 children, Sam, Noah, and Abby. He enjoys playing golf, fly fishing, and skiing in his free time.

     

     

          Lending services
          Financial planning
          Investing
          Alternative investments
          Equity plans
          Executive compensation
          555 California Street
          32nd/ 34th /46th Floor
          San Francisco, CA 94104
          jordan.gersch@ubs.com,matt.simi@ubs.com,chloe.bui@ubs.com,kim.le@ubs.com
          Jordan Gersch
          555 California Street,San Francisco,CA,94104
        • matt headshot

          Matthew Simi

          Senior Vice President–Wealth Management

          Senior Portfolio Manager

          • image
          • image
          • image
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • HI
          • ID
          • IL
          • LA
          • MA
          • MS
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WY

          Matthew (Matt) Simi joined UBS in 2020 and has been a financial advisor for over 30 years. He honed his skills in the early 1990s at the West Coast Investment Bank, Hambrecht and Quist (H&Q) and was one of the first advisors they hired when they decided to expand their retail brokerage team.

          Throughout his career, Matt has worked with Executives and High Net Worth Families in the Technology and Life Science Industries, partnering with many notable companies including Verisign, Affiliated Computer Services and Gilead Sciences. He has extensive experience helping clients meet their financial goals and making their financial lives easier by taking responsibility for their overall portfolio management.

          Born and raised in Northern California, Matt graduated from the U.C. Berkeley Haas School of Business with an emphasis in Economics and Marketing. On scholarship, he played four years of collegiate soccer and was Co-Captain of the team. Although he no longer plays soccer, he is an avid golfer. Matt currently resides in Alamo, CA with his wife Linda. They spend their weekends cooking together and hiking all over the Bay Area.

              • Senior Portfolio Manager
              Lending services
              Financial planning
              Investing
              Custom portfolios
              Structured products
              Sustainable investing
              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
              matt.simi@ubs.com
              Matthew Simi
              555 California Street,San Francisco,CA,94104
            • kim

              Kim Le

              Senior Client Associate

              • image
              • image
              • AK
              • AZ
              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • HI
              • ID
              • IL
              • LA
              • MA
              • MI
              • MS
              • MT
              • NC
              • NJ
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • WA
              • WI

              Kim Le is a Senior Registered Client Service Associate with over 18 years of experience managing high net worth client relationships, trading, administrative and operational services. She joined UBS Financial Services in 2022 from Morgan Stanley where she was in a similar role as a Portfolio Associate. 

              Kim earned her B.S. in International Business from San Francisco State University. She currently holds the Series 7, 66 and 31 registrations and insurance licensed. In her spare time, Kim enjoys spending time with family and friends as well as baking, hiking, and practicing yoga.  

               

                    555 California Street
                    32nd/ 34th /46th Floor
                    San Francisco, CA 94104
                    kim.l.le@ubs.com
                    Kim Le
                    555 California Street,San Francisco,CA,94104
                  • chloe headshot

                    Chloe Bui

                    Client Associate

                    • image
                    • image

                      Chloe Bui is a Client Service Associate who joined the team in 2023. Previously, Chloe was a 2022 UBS summer intern, where she began to build her skills in operational work and client service.

                      Chloe graduated magna cum laude from the University of California, Santa Barbara in 2023 with a B.A. in Communication and an emphasis in Exercise & Sports Studies. She is currently working towards obtaining the Series 7 and 66 registrations.

                      As a Northern California native, Chloe loves to explore new food spots in San Francisco, experiment with baking recipes, and spend time with her 3 Mini Australian Shepherds.

                       

                            555 California Street
                            32nd/ 34th /46th Floor
                            San Francisco, CA 94104
                            chloe.bui@ubs.com
                            Chloe Bui
                            555 California Street,San Francisco,CA,94104

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          Download the report

                          Why does A.I. in space matter?

                          Outlook on interest rates

                          Tree

                          UBS and Credit Suisse—stronger than ever

                          Insights